FreshBooks
Included in all plans
https://www.freshbooks.com/
FreshBooks is where your invoices, payments, expenses, projects, and time entries come together. Connect it to Veltrix to understand profit and cash flow, see what changed, and ask questions from the same business data your team already uses.
Installation instructions
- Open Data Sources in Veltrix and select Connect on the FreshBooks tile.
- Sign in with the FreshBooks account for the business you want to connect.
- Approve the connection and return to Veltrix to start exploring your FreshBooks data.
Use cases
See business performance clearly.
Ask about profit, cash flow, invoices, payments, and expenses to get a clear view of how the business is performing.
Stay on top of invoices and payments.
See which invoices are paid, overdue, or still outstanding, and understand how collections affect cash flow.
Understand project and time performance.
Compare project income, expenses, and tracked time to understand which client work is supporting the business.
Also good to connect
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CRM
CRM
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Stripe
Finance
Finance
Connect Stripe to understand payments, fees, refunds, disputes, payouts, invoices, and subscriptions — and see what your business actually keeps.
Support
FAQs
Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.
What can I ask Veltrix after connecting a business tool?
Ask about the business information the connected tool holds, such as financial performance, customers, campaigns, payments, invoices, or unusual changes. Veltrix explains the answer in plain English and shows the supporting source.
Can I combine this integration with my other business tools?
Yes. You can connect several supported tools in the same workspace and ask questions across finance, sales, marketing, payments, and other business data.
Will Veltrix change anything in my connected account?
No. Veltrix analyzes the connected data and does not create, edit, or delete records in your source tool.
Can I disconnect the integration later?
Yes. You can disconnect a connected account from Data Sources in Veltrix. Disconnecting stops new data from being brought into the workspace.
Is the integration included in my Veltrix plan?
Yes. These live integrations are included in all Veltrix plans. Your plan may still set limits on the number of connected sources or workspaces.
Can I see what supports a Veltrix answer?
Veltrix shows the connected records, reports, or data behind an answer so you can review important outputs before acting.